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Free TurboTax Premier (Federal E File) Online for Fidelity customers

freek 403 604 February 2, 2013 at 02:59 PM in Finance (9) More Fidelity Deals
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Last Edited by freek February 5, 2013 at 10:09 AM
Go to https://www.fidelity.com/premier

Login and you would see an offer for free Federal filing for all Fidelity customers.

DEAD: Unless you already registered and filed, it is dead.
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Community Wiki

Last Edited by MozartA February 18, 2013 at 01:39 PM
For other alternative that are free or low cost.

TaxACT 2012 Ultimate Bundle (included fed+state efile) $11.90 online version
http://slickdeals.net/f/5602766-TaxACT-2012-Ultimate-Bundle-fed-state-11-90-online-version?v=1

TaxACT 2012 online and offline version FREE (with NO limitation and restriction). Free Fed e-file included.
http://slickdeals.net/f/5821388-FEDERAL-TAX-E-File-for-FREE-No-income-limit?v=1

H&R Block At Home Deluxe+State eFile FREE (check out the latest information in Wiki and the thread)
http://slickdeals.net/f/5768474-H-R-Block-At-Home-Deluxe-State-eFile-FREE-it-s-back-Premium-State-Program-19-95?v=1

FREE State e-file options for 2012 Tax Return
http://slickdeals.net/f/5780136-FREE-State-e-file-options-for-2012-Tax-Return-CA-shown-as-example-All-eligble-States-linked-within?v=1


Fidelity has terminated the free offer and replaced it with only a $15 off. If you have already signed up to Premier and found stuck with the $34.99 charge (check under /Tools/My Fee), you can start a chat with TurboTax and explain the situation. They will issue you a code to eliminate the charge. There are several posts in this thread showing the same result already.

https://www.fidelity.com/premier
Didn't work in Chrome or IE, worked in Firefox. Opens up the Intuit webpage in a new window, with a clear summary showing Deluxe= $19.99, Premier = FREE.
It appears we need to go through the first link. The "direct link" doesn't work. [Removed direct link since it depends on a request id set when you are redirected from the Fidelity site]

Per BrittanyR3049 (please Rep her in post 25)
If you are getting the no response issue, in Chrome I had to click the gray shield symbol on the right side of the address bar and click "load anyway." Then the page will reload and the link will work. It is a pop-up that says you are leaving the Fidelity website. - fletch113


You can get this free even if you don't have any money currently in Fidelity. My wife stopped working for her employer over 3 years ago, transferred her retirement, and we used her log in to get the free tax prep. I could have used my login, but I was lazy with finding the credentials. Used hers, and we're slick done with our taxes tonight. Thanks! ~ Standupdad

I just signed up for Fidelity Trading account just to get this deal. Took 10 minutes for signup. No annual fee. After I logged into the URL mentioned above, I got the FREE Turbotax premium. ~Katthibabu

225 Comments

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#181
The code they gave me is a one-time use unique code (called a pre-paid code) but it wasn't entirely clear to me how it worked. It almost sounded like it would downgrade me to the free edition without losing any of the data I had entered. So basically, better have all your data entered before activating it (else I couldn't go back and add investments, for example).

But then they made another comment that suggested it didn't work that way -- I could still add everything I needed it only affected the price. Can't see how that would work if it was a literal downgrade.
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#182
never mind
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Last edited by abbygayle February 5, 2013 at 09:24 PM
#183
I had my Turbotax online showing a free Premier filing (from the fidelity link, I have about 5 Fidelity accounts).

Today I finished putting in my info and the payment page showed the normal discounted price for premier. Did some searches and looks like they pulled it because it was only supposed to be for certain customers. Here is the rub, you can't downgrade back to Deluxe (I've filed online with Turbotax for 3 years). I got on customer service and they gave me a code to get my price discounted, however they confirmed that when I log in next year to file I'll have to use the Premier product or start over with a new account (once you file premier you can't go back to deluxe or lower).

I'm feeling like just going to something else that's a little cheaper and not screwing me around (guess Turbotax isn't big on customer loyalty).
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#184
WELL

I tried chatting one more time after getting completely shot down yesterday and wound up speaking with some Indian guy who seemed very pleasant. I explained the problem and he offered a code that would "offset the fees".

It wound up making the entire return - federal AND state - FREE! laugh out loud
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#185
Quote from pakle View Post :
Mr.Slausen & Fletch113: Can you please elaborate on the code they give you? Is it like a one-time use code or something they tie into your acct that can only be used by you? Does it have to be used right away?

I'd love to try to do this but can't file yet because most of the reported tax stuff hasn't arrived yet, so I'm hoping I can get a code that can be used when I'm ready to file.
Well I actually have an account with Fidelity...so don't know if Turbo Tax would actually know that...I don't see how though...but yes..spoke to someone probably from India...basically told them that I am a Fidelity customer...was given a link for free Turbo Tax Premier...all my forms had been completed and information entered...when I went to purchase...it was showing up for like $34.99...so I told them how are we going to fix this...the guy was very helpful and was like I'm sorry this happened and he was going to give me a "Service Code" to enter that would make it free...pretty easy actually...
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#186
Quote from kilroy13 View Post :
I had my Turbotax online showing a free Premier filing (from the fidelity link, I have about 5 Fidelity accounts).

Today I finished putting in my info and the payment page showed the normal discounted price for premier. Did some searches and looks like they pulled it because it was only supposed to be for certain customers. Here is the rub, you can't downgrade back to Deluxe (I've filed online with Turbotax for 3 years). I got on customer service and they gave me a code to get my price discounted, however they confirmed that when I log in next year to file I'll have to use the Premier product or start over with a new account (once you file premier you can't go back to deluxe or lower).

I'm feeling like just going to something else that's a little cheaper and not screwing me around (guess Turbotax isn't big on customer loyalty).
I also got a "downgrade code" through online chat because I had chosen Premier but really only needed Deluxe. However, the rep told me "Please be aware that next year when you start your return for the first time, you may default in this higher version. But there will be the option of choosing any version you like, so be sure to keep an eye out for that. I am making a note in your account that you received a downgrade code and the reason."

So I'll take their word for it that I can go back to Deluxe next year with this account.
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#187
I sent message to Fidelity and they are not helpful at all. Then I chat with TurboTax from the program (after a 25 min wait in line), the CSR offered me a downgrade code to reduce the price but not the service. It will remain Premier but with $0.00 cost. It took quite a few minutes to generate the code though.

I am adding this info to the wiki.
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Last edited by billcsho February 6, 2013 at 11:30 AM

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#188
Tried 6 different chat sessions and all failed until the last one. All previous reps told me I had to contact Fidelity. The last one gave me a service code that made everything including state and e-filing FREE. I payed $0 to file my taxes this year! woot

Keep trying. If they won't help you, close the chat session and go back in and try again until you get someone who will.
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Last edited by SDAddiction February 8, 2013 at 02:17 PM
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#189
I guess I am the lucky one. Not only I got the downgrade code from the first/only chat with a very nice CSR at TurboTax, Fidelity has responded to my message and is sending me a check of $35 to offset the cost since I have been their customer for 15 years.
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#190
When I tried to file today it said I owed $49.99 for federal and $36.99 for state. However, I opened an online chat and explained that I went through a Fidelity link that said $0.00. The customer service rep sent a code which gave me free federal and state!

Good job TurboTax, I'll be back next year Smilie
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#191
After about a 45 minute chat and a phone call, i was able to get a code and get federal for free :-)
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#192
tried 4 chat sessions, and finally someone incredibly nice helped me with a "downgrade code" which as others have mentioned gave me the fed for free and actually a 25% discount on my state. still a pain! but at least its solved now.
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#193
First chat gave me the "downgrade code" so fed was free. No state tax here in TX.
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#194
I called in. They tried telling me Fidelity only offers $15 off but then I just kept pushing and it didn't take much for her to just offer me the code for free federal and $28 state.

Thanks SD'ers
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#195
they gave me a code for free premium federal and 29.99 state
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